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Elon Musk: The real hard problem is to improve products while making them more affordable at the same time. “If you have a compelling product and it is affordable, so the value for money is good, and people have enough money to buy it, then demand is never going...

52,616 次观看 • 11 个月前 •via X (Twitter)

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Peter Thiel on $NVDA (about a year ago): It is probably quite tricky. If you had to concretize it, one thing that is very strange is if you just follow the money, at this point 80 to 85% of the money in AI is being made by one company, it is NVIDIA. It is all on this very weird hardware layer, which Silicon Valley does not even know very much about anymore. We do not really do hardware, we do not do silicon chips in Silicon Valley anymore. I get pitched on these companies once every three or four years, and it is always, I have no clue how to do this, it sounds like a pretty good idea, but man, I have no clue, and we never invest. There is this theory that the hardware piece makes the money initially, then gets more commodified over time, and it will shift to software. And the, I do not know, multi trillion dollar question is whether that is going to be true again this time, or whether NVIDIA will have this incredible monopoly. I suspect NVIDIA will. I think it will maintain its position for a while. I think the game theory on it is something like this. All the big tech companies are going to start trying to design their own AI chips so they do not have to pay the 10x markup to NVIDIA. How hard is it for them to do it? How long will it take? If they all do it, then the chips become a commodity and nobody makes money in chips. So do you go into hardware? You should do it if nobody else is doing it. If everybody does it, you should not do it. I am not sure how that nets out, but probably people stay stuck for a while and NVIDIA goes from strength to strength for a while.

Wall St Engine

824,907 次观看 • 8 个月前

🚨 SPENCER PRATT JUST OBLITERATED THE SOCIALIST FRAUD TO BILL MAHER: "We tax these people so much then socialist scammers STEAL THE MONEY! THEY are connected to the people taxing it!" 🔥 "People are all hyped on socialism because they're like everything's so expensive, America's failed, give me money, but what they're forgetting is all the people that these socialists are saying they're taking the money and giving, they're going to leave." "And then they're not going to have any money to take from these people to give to you." "I keep telling people the way we get you money is stopping the socialism, letting that successful rich people build businesses, build restaurants, put money into your pocket because there's more jobs." "There's more opportunity. That's how we actually get you more money to lie to you and tell you we're going to tax these rich people. We already taxed so much in L.A. in California. I can't even comprehend taxing more!" "Then the people that should see the money, the communities, the after the boys and girls clubs, the parks, the actual infrastructure doesn't see that money because different rich people stole the money that was being taxed from the rich people." "So I actually feel like Robin Hood, because I'm coming in and I'm going to say, where's all this money?!" "We're done with everyone STEALING the tax money and we're going to actually put it to the people that have turned to socialism because they say America doesn't work. It doesn't work if we let people steal all the tax money." Nailed it.

Eric Daugherty

156,464 次观看 • 2 个月前